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JHI

John Hancock Investors Trust

41 hedge funds and large institutions have $36.2M invested in John Hancock Investors Trust in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $34.3M → $36.2M (+$1.84M)

0.37% more ownership

Funds ownership: 24.04%24.4% (+0.37%)

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$13.7M
SWP
2
Stratos Wealth Partners
Ohio
$2.97M +$11.2K +659 +0.4%
GC
3
Guggenheim Capital
Illinois
$2.33M +$529K +31,274 +30%
Invesco
4
Invesco
Georgia
$2.2M +$269K +15,895 +14%
SFS
5
Shaker Financial Services
Virginia
$1.91M -$1.18M -69,685 -38%
Stifel Financial
6
Stifel Financial
Missouri
$1.22M +$266K +15,689 +28%
TA
7
TCG Advisors
Texas
$1.14M +$1.14M +67,150 New
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$1.01M -$133K -7,840 -12%
Bank of America
9
Bank of America
North Carolina
$1M +$14.8K +877 +2%
PAG
10
Private Advisor Group
New Jersey
$936K +$400K +23,637 +76%
RCM
11
Robinson Capital Management
Michigan
$718K
Ameriprise
12
Ameriprise
Minnesota
$704K -$1.56K -92 -0.2%
PTC
13
Philadelphia Trust Company
Pennsylvania
$686K
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$614K +$175K +10,312 +40%
CIA
15
Capital Investment Advisors
Georgia
$574K -$1.57K -93 -0.3%
COLIM
16
City of London Investment Management
United Kingdom
$503K
UBS Group
17
UBS Group
Switzerland
$439K +$44.4K +2,625 +11%
LPL Financial
18
LPL Financial
California
$387K +$124K +7,320 +47%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$361K +$39.5K +2,331 +12%
PAS
20
Park Avenue Securities
New York
$360K +$358K +21,126 New
Wells Fargo
21
Wells Fargo
California
$325K -$72.4K -4,275 -18%
Morgan Stanley
22
Morgan Stanley
New York
$311K -$51.5K -3,042 -14%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$296K -$2.9K -171 -1%
LCM
24
Landscape Capital Management
New Jersey
$245K -$232K -13,721 -49%
HRC
25
Hoertkorn Richard Charles
$196K

JHI Hedge Fund Activity: Q3 2019 in Review

41 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2019, worth a combined $36.2M — up 5.4% from $34.3M a quarter earlier.

Fund positioning in JHI was balanced in Q3 2019: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 9 trimmed.

The largest buyer was TCG Advisors, opening a new position worth an estimated $1.14M. The largest seller was Shaker Financial Services, cutting an estimated $1.18M.

  • 41 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $36.2M of John Hancock Investors Trust stock for Q3 2019, up 5.4% quarter-over-quarter.
  • 6 funds opened new John Hancock Investors Trust positions in Q3 2019 and 6 closed out, a net change of 0 holders.
  • The largest John Hancock Investors Trust buyer in Q3 2019 was TCG Advisors, an estimated $1.14M added.
  • The largest John Hancock Investors Trust seller in Q3 2019 was Shaker Financial Services, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2019.